Market Watch

May 27, 2012 @ 01:28 AM

Dow Jones Industrials 12,454.83- 74.92
Nasdaq Composite 2,837.53- 1.85
S&P 500 1,317.82- 2.86
S&P Mid-Cap 400 934.56- 1.52
NYSE Composite 7,534.33- 18.03
10 Year Treasury Note 1.75- 0.01
OSX Oil Service Sector Index 208.23+ 0.40

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AXA Advisors, LLC

Mark VanderZyl, Financial Consultant

Welcome!  My website is designed to provide you with tools to help manage your personal finances and investments.  You’ll find newsletter articles about current issues in the financial industry; financial calculators to help you estimate your future values or determine your needs, and much more.  Check back often for new content and stay up to date on the current news and concepts behind insurance, investing, estate planning, and wealth preservations. If there are topics you do not see addressed, feel free to contact me with questions.

Working with a skilled professional who is committed to helping you realize your financial goals is a valuable resource. I look forward to being available to answer your questions and guide you through the entire process from defining goals, to evaluating options, and finally to executing your individualized financial strategy.

I graduated from the University of Iowa in 2004 with a Bachelor of Business Administration from the Henry B. Tippie College of Business and immediately began my career with AXA.  I was fortunate to have the opportunity to spend the next 18 months learning from a 25-year veteran of the industry in a mentorship program.  I then transitioned to a Financial Consultant, helping individuals and small businesses achieve their financial goals. 

As an AXA Advisors financial professional I strive to deliver sound financial, investment and insurance strategies designed to help you take control of your future. This is done through a variety of methods including:

  • Developing a financial plan
  • Preparing a detailed assets allocation analysis
  • Implementing a needs-based insurance strategy
  • Creating a customized executive benefits program for businesses

To learn more about the valuable work we can do for you, send me an e-mail, call (319) 365-6983, or contact my partner John T. Mack (www.johntmack.com). Thank you.

Newsletters

Tips for Surviving the Estate Tax

The federal estate tax was reinstated retroactively to January 1, 2010, by the 2010 Tax Relief Act. However, the favorable provisions are scheduled to expire at the end of 2012, when estates exceeding $1 million could be subject to the federal levy.

Leaving Your Home Out of the Retirement Equation

Plummeting home prices and increased borrowing cut U.S. home equity by more than 60% during the Great Recession — and housing prices have not yet recovered. This article considers the potential drawbacks of depending on home equity to help fund retirement.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

More Newsletters →

Calculators

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Life Insurance (AXA version)

How Much Money Will Your Loved Ones Need When You Die?

More Calculators →

Contact Info